Webinar: The Untapped Opportunity – Cross-Selling Wealth Management
Cross-selling wealth and investment advisory services has increased dramatically in an environment of low interest rates, high compliance costs and heavy competition.
Cross-selling wealth and investment advisory services has increased dramatically in an environment of low interest rates, high compliance costs and heavy competition.
Financial institutions are growing their digital offerings to meet customers’ needs and improve profitability. The challenge is: there is no one-size-fits-all solution.
Please join Kevin McPartland, Head of Market Structure and Technology Research, for a 30-minute review of Greenwich Associates research examining the corporate bond market.
Join Greenwich Associates Head of Research, Market Structure and Technology, Kevin McPartland as he discusses budgeting for buy-side trading desks in 2015.
Join Greenwich Associates Principal, Lydia Vitalis, to learn why and how the institutional investment industry is changing to reflect evolving investor needs.